ENSURING THE LEGACY AND LONGEVITY OF YOU BUSINESS.
One of the biggest frustrations you may face as a financial planner is not having someone to take over your business when the time comes to retire, scale back or deal with the unexpected. The all-to-common story for a financial planner is to train and position a staff member for succession, only to have them leave to set up their own practice or a new career before the time comes to take over.